Ncontracts

October 17-19, 2023

They say home is where the heart is – we are happy to announce our 2023 annual user conference will be held in our hometown of Nashville, TN! Each year we come together as industry professionals to discuss key issues, best practices, and to share how Ncontracts’ solutions and services can help. See you in October for a week of networking, learning, and fun!”

- Michael Berman, Founder & CEO

See Last Year's Ngage

At Ngage 2022, we learned from industry leaders, heard from our team of subject matter experts, and had a great time in Newport Beach.

HubSpot Video

Testimonials

Slideshow Items

  • As a client with several of the solutions, it is so important to attend Ngage. The networking alone is valuable. This is the second time I have attended and I left with a wealth of information and knowledge regarding the solutions we use.

    Mandy Cox SVP Compliance Officer, Midflorida Credit Union
  • Ngage and Nstruct are both excellent. The information that you receive from the Ncontracts team members are excellent; the conference is small enough that you can network and remember people from previous years that you can brainstorm with.

    Judy Kirkland EVP Audit & Training Manager, R Bank
  • Ngage provided a plethora of valuable information that I was able to bring and implement in our vendor management program. I would recommend the conference to every user of Ncontracts.

    Business Operations Specialist, BayFirst Financial (Bank)
  • The overall session speakers were engaging and relevant. The breakout sessions were hands on and allowed you to connect with those at Ncontracts that you speak to regularly and meet others from around the country that could share best practices at their institutions.

    Karen Stewart EVP Chief Compliance Officer, Bank3

Discover an enriching hotel retreat in downtown Nashville, TN. From music and culture to food and shopping, there is plenty to do and see just steps from The Westin Nashville. Perfectly located near Broadway in the city's downtown district, our hotel connects you with iconic Nashville attractions like Music City Center and Music Row.

Agenda

Are your departments in sync? Learn how to turn your risk and compliance program into a competitive advantage. We’ll teach you how to leverage our products and get buy-in from other departments to create a winning enterprise strategy at your institution.

This year’s sessions feature Ncontracts experts who know the ins and outs of the industry and industry-leading topics such as: 

  • Striking the Right Chord: What is Risk Performance Management? 
  • How to Leverage Internal Tools and Data to Elevate Your ERM 
  • Lessons Learned: A Review of Vendor Management Failures and How to Prevent at Your Institution 
  • Best Practices in Software Utilization, Compliance Training, 1071 Implementation 
  • Emerging Technology – From Chat GPTC to other uses of AI/ML 
  • Your Power Tools, Drafting Effective Programs, Policies and Procedures 

We're going to help you understand what it all means for you and your institution.  

But that's not all - get ready to spend time with your peers during Nsider LIVE! This is your chance to get to know your fellow financial enthusiasts, exchange ideas, and share best practices using the latest software and tools. 

Register today and join Ngage thought leaders like Michael Berman, Rafael DeLeon, and Stephane Lyon as they share their real-world experience and knowledge to help you be a risk and compliance management champion at your institution. 

Full agenda will be available in April. 

Monday
October 10

7:30 AM

General Session

Breakfast

Mon., Oct 10
7:30 AM to 8:30 AM

8:30 AM

General Session

Welcome Remarks

Mon., Oct 10
8:30 AM to 9:15 AM

9:15 AM

Nvendor

Nvendor 101

Mon., Oct 10
9:15 AM to 10:15 AM

Bring your computer! This session will provide hands-on training for beginners.

Ncontinuity

Ncontinuity 101

Mon., Oct 10
9:15 AM to 10:15 AM

Bring your computer! This session will provide hands-on training for beginners.

Nfairlending

Nfairlending HMDA

Mon., Oct 10
9:15 AM to 10:15 AM

Bring your computer! This session will provide hands-on training for overall usage and best practices.

Nverify

Nverify

Mon., Oct 10
9:15 AM to 11:30 AM

Bring your computer! This session will provide hands-on training for overall usage and best practices.

10:15 AM

General Session

Coffee Break

Mon., Oct 10
10:15 AM to 10:30 AM

10:30 AM

Ncontinuity

Ncontinuity 201

Mon., Oct 10
10:30 AM to 12:30 PM

Bring your computer! This session will provide hands-on training for advanced users.

Ntranet (now known as Nconnect)

Mon., Oct 10
10:30 AM to 11:30 AM

Bring your computer! This session will provide hands-on training for overall usage and best practices.

11:30 AM

Ncommunity

Ncommunity 101

Mon., Oct 10
11:30 AM to 12:30 PM

Bring your computer! This session will provide hands-on training for beginners.

12:30 PM

General Session

Lunch

Mon., Oct 10
12:30 PM to 1:30 PM

1:30 PM

Ncomply

Ncomply

Mon., Oct 10
1:30 PM to 2:30 PM

Bring your computer! This session will provide hands-on training for overall usage and best practices.

Nrisk & Nfindings

Nrisk & Nfindings

Mon., Oct 10
1:30 PM to 4:30 PM

Bring your computer! This session will provide hands-on training for overall usage and best practices.

Nboardportal

Nboardportal

Mon., Oct 10
1:30 PM to 2:30 PM

Bring your computer! This session will provide hands-on training for overall usage and best practices.

Ncommunity

Ncommunity 201

Mon., Oct 10
1:30 PM to 2:30 PM

Bring your computer! This session will provide hands-on training for advanced users.

2:30 PM

Nvendor

Nvendor 201

Mon., Oct 10
2:30 PM to 4:30 PM

Bring your computer! This session will provide hands-on training for advanced users.

3:00 PM

Nfairlending

Nfairlending Redlining

Mon., Oct 10
3:00 PM to 4:30 PM

Bring your computer! This session will provide hands-on training for overall usage and best practices.

3:30 PM

General Session

Coffee Break

Mon., Oct 10
3:30 PM to 3:45 PM

4:30 PM

General Session

Product Integration - How Our Solutions Work Together

Mon., Oct 10
4:30 PM to 5:45 PM

In ths session, learn more about our key points of integration and the value that they bring. Attendees will get a deeper appreciation of both current and planned future integration and data flows by taking a hollistic look at product evolutuion through the eyes of our senior prduct staff and internal subject matter experts.

6:00 PM

General Session

Welcome Reception

Mon., Oct 10
6:00 PM to 8:00 PM

Heavy hors d'oeuvres and drinks served.

Tuesday
October 11

8:30 AM

General Session

Welcome Remarks

Tue., Oct 11
8:30 AM to 9:15 AM

9:15 AM

General Session

What's the Next Chapter in Your Strategy Story?

Tue., Oct 11
9:15 AM to 9:45 AM

9:45 AM

General Session

Findings, Alerts, and Issues: Now that I am aware of the risk, compliance, and/or security issue, what should be done?

Tue., Oct 11
9:45 AM to 10:30 AM

10:30 AM

General Session

Coffee Break

Tue., Oct 11
10:30 AM to 10:45 AM

10:45 AM

General Session

State of the Industry Panel

Tue., Oct 11
10:45 AM to 11:45 AM

Join our Senior Vice President of Industry Engagement and former OCC Regulator, Rafael DeLeon, along with California Association executives as they discuss the state of the banking industry and this issues and challenges that they are seeing both on a national and a state level.  Find out what you should be focused on today to help make your financial institution the best in the industry!

11:45 AM

General Session

Lunch

Tue., Oct 11
11:45 AM to 12:45 PM

12:45 PM

Vendor

Activate your Vendor Partnerships Panel

Tue., Oct 11
12:45 PM to 1:45 PM

Vendor Management is more than just due diligence. It is a partnership. Developing and sustaining a healthy and productive vendor relationship is crucial. This panel discussion will explore best practices for vendor relationships, from setting and managing expectations, keeping track of SLAs and other contractual responsibilities, identifying, and following through on incidents that could affect the relationship to annual performance ratings. Maximizing your vendor relationships will benefit not only you, but those that you serve every day.

Compliance

The Top Compliance Violations in 2022 and How to Avoid Them

Tue., Oct 11
12:45 PM to 1:45 PM

It's not always easy to identify a compliance violation before one occurs. That's why industry trends are vital in understanding the departments, products, and services that pose the highest compliance risk. This session identifies the most common violations of 2022, provides insight into regulators' examination priorities, and discusses best practices to avoid making the same mistkaes as competitors.

Risk

Break the Silos: Take your Risk Management Program Enterprise-Wide

Tue., Oct 11
12:45 PM to 1:45 PM

Silos - very useful for storing grain, not an ideal strategy for risk management in the year 2022. This session will show you how to break communication and risk silos and build organizational-wide buy in for an effective risk management program.

Lending Compliance

Fair Lending: An Examiner’s Perspective

Tue., Oct 11
12:45 PM to 1:45 PM

This one hour training session covers the full loan lifecycle of fair lending risks, taught by a former commissioned FDIC examiner. You will learn tips and tricks that you can take back to your organization to have an immediate impact on reducing your fair lending risk.

1:50 PM

Vendor

Best Uses of Nvendor and Vendor Management Processes in 2022

Tue., Oct 11
1:50 PM to 2:50 PM

Leverage the knowledge of your peers by exchanging ideas and best practices related to vendor management and the Nvendor software. Take away practical tips and actionable changes to strengthen your Vendor Management program.

Compliance

What is the ROI on a Strong Culture of Compliance? What Your Board Needs to Know.

Tue., Oct 11
1:50 PM to 2:50 PM

Join risk management expert Dr. Paul Viancourt as he offers insights into fosterering a robust risk management culture that aligns with the Board's responsibilities, including training & reporting. Learn what pitfalls to avoid and how to gauge success when reinforcing a culture of compliance.

Risk

Managing Two Disasters Simultaneously: Tabletop and Work Groups

Tue., Oct 11
1:50 PM to 2:50 PM

Disasters can strike at any time. The only way you will know your organization is prepared, and your business continuity plan is up to speed, is to consistently practice. Join our certified business continuity professionals for a tabletop exercise. Our exercise will include not one, but two, disaster scenarios occurring simultaneously. We’re going to push Murphy’s law to its limits! Attendees will have the opportunity to participate in the simulation and learn best practices for conducting tabletop exercises.

Lending Compliance

Section 1071

Tue., Oct 11
1:50 PM to 2:50 PM

The CFPB will be requiring financial institutions to collect and report small business loan data, including women-owned and minority-owned businesses creating the first comprehensive database of small business credit applications in the US. Learn about the expected changes, implementation challenges, and how this regulation will overlap and affect existing regulatory requirements under the HMDA and CRA regulations.

2:45 PM

General Session

Coffee Break

Tue., Oct 11
2:45 PM to 3:15 PM

3:15 PM

Vendor

Vendor Management and Cybersecurity

Tue., Oct 11
3:15 PM to 4:15 PM

How do you build and maintain a vendor management program to keep your financial institutions safe? A good vendor management program recognizes the threat of data breaches, ransomware, and other cyberattacks. It requires a system that seamlessly integrates the review, assessment and monitoring of the cybersecurity of critical vendors. Whether you are an experienced third-party risk manager or new to the field, this session will help you identify, establish, and proactively manage third party cyber security risk.

Compliance

How to Create a Sustainable Compliance Monitoring & Testing Program Using a Risk-Based Approach

Tue., Oct 11
3:15 PM to 4:15 PM

Wish you had more time and resources for compliance monitoring and testing? Learn how to leverage other departments, risk assessments, industry developments, regulatory agendas, audits, and more to craft a comprehensive monitoring and testing program that maximizes the efforts of your second line of defense.

Risk

Emerging Risks in 2022: A Focus on Cannabis, DEI, ESG, the Lending Environment

Tue., Oct 11
3:15 PM to 4:15 PM

Emerging risks are in the spotlight and we all need to be able to identify them and have a plan in place. This session will cover how to get started on a plan as well as how to be nimble and adjust in a changing environment. *Presentation Underwritten by RADD

Lending Compliance

Implementing a Fair and Responsible Lending CMS and Taking it to the Next Level

Tue., Oct 11
3:15 PM to 4:15 PM

All financial institutions are expected to manage their compliance risk by implementing an effective compliance management system - fair lending has been spotlighted by regulators as a main area of concern. Come learn about what makes a fair lending compliance management system effective and best practices to improve your current program.

6:00 PM

General Session

Newport Beach Premier Dinner Cruise

Tue., Oct 11
6:00 PM to 9:00 PM

Dinner and drinks provided.

Wednesday
October 12

7:30 AM

General Session

Breakfast

Wed., Oct 12
7:30 AM to 8:30 AM

8:30 AM

General Session

Welcome Remarks

Wed., Oct 12
8:30 AM to 9:15 AM

9:15 AM

General Session

Partnering with FinTechs Panel

Wed., Oct 12
9:15 AM to 10:00 AM

In this panel, moderated by Steve Andrews, will help address the reasons and value propositions firms face in partnering with fintechs. From the more significant strategic decisions to the details and challenges of ensuring that the fintech complies with all applicable laws and regulations.  

10:00 AM

General Session

Coffee Break

Wed., Oct 12
10:00 AM to 10:15 AM

10:15 AM

Vendor

Due Diligence and Tech Partners: Leveraging Nvendor to Perform Due Diligence on your FinTech Partners

Wed., Oct 12
10:15 AM to 11:15 AM
Compliance

Compliance and Risk: Tie Your Risk Assessments to Guidance and Regulations

Wed., Oct 12
10:15 AM to 11:15 AM

Compliance is one of the largest risks in your institution. Let's talk about how you can use your risk assessments and your compliance management system to identify gaps and ensure all of your risks and controls are managed properly.

Risk

Financial Risk Assessments: Gauge the Health of Your Financial Institution

Wed., Oct 12
10:15 AM to 11:15 AM

Regulators want to hear about about financial risks to your institution. After this session you'll feel more confident speaking on this topic by learning how to leverage publicly available data (Bank Call Reports) to understand historical trends, changes, and how your bank compares to its peers. You'll come away better able to make decisions based on your institution's unique capabilities and anticipate questions from your regulators about quarterly and annual changes.

Lending Compliance

CRA Modernization

Wed., Oct 12
10:15 AM to 11:15 AM

The Community Reinvestment Act continues to be one of the most prominent laws affecting national and state banks. Join us to discuss where we've been, current challenges facing institutions, and practical advice to navigate CRA changes.

11:15 AM

General Session

Lunch

Wed., Oct 12
11:15 AM to 12:15 PM

12:15 PM

Vendor

Vendor Management and BCP: Your Business is Ready. Here’s How You Make Sure Your Vendors Are As Well

Wed., Oct 12
12:15 PM to 1:15 PM

Explore the interdependencies between your business continuity program and your vendor's continuity resilience. Strengthen your BCP and lessen your overall risk with functional strategies for evaluating vendor due diligence and maintain vendor relationships during an event.

Compliance

Regulatory Update: What is Going on in Washington DC, Key Agencies, and Key States Like CA, NY, TX and What to Expect

Wed., Oct 12
12:15 PM to 1:15 PM

Federal regulators used to be the most active rulemakers affecting the financial services industry. However, as politics continue to infilatrate the Federal agencies, state legislators and regulators are entering the stage to create divergent laws and regulations adding an extra layer of complexity. A prior regulator and a financial services attorney join forces to present a comprehensive update on the regulatory landscape- don't get caught off guard!

Risk

The Journey From Risk to Remediation

Wed., Oct 12
12:15 PM to 1:15 PM

Let’s take a walk through the risk assessment process! We begin by identifying your institution’s risk, determining mitigating controls based on your risk framework, collaborating with your control assessors to measure effectiveness, and remediate any potential issues that arise.

Lending Compliance

Frequent Data Collection and Submission Errors and How to Catch Them Before They Wreak Havoc

Wed., Oct 12
12:15 PM to 1:15 PM

Let's face it, HMDA is the ugly stepchild of our industry. In recent years, it has become more important than ever to scrub your data at least quarterly, so that March 1st becomes just another day. For this session, join Carey Aimone, Vice President of Support, to discuss common pitfalls as well as tips & tricks for a smooth submission process using HMDA RELIEF.

1:25 PM

Vendor

Nvendor Product Demo

Wed., Oct 12
1:25 PM to 2:00 PM
Compliance

Ncomply Product Demo

Wed., Oct 12
1:25 PM to 2:00 PM
Risk

Nrisk Product Demo

Wed., Oct 12
1:25 PM to 2:00 PM
Lending Compliance

Nfairlending Product Demo

Wed., Oct 12
1:25 PM to 2:00 PM
General Session

Product Integration – How Our Solutions Work Together

Wed., Oct 12
1:25 PM to 2:00 PM

In ths session, learn more about our key points of integration and the value that they bring. Attendees will get a deeper appreciation of both current and planned future integration and data flows by taking a hollistic look at product evolutuion through the eyes of our senior prduct staff and internal subject matter experts.

Entertainment

Picture this - an immersive, Nashville style experience jam-packed with community-building, entertainment, delicious food, and more surprises onsite – stay tuned for more information coming soon!

Frequently Asked Questions

  • If I am registered for Ngage do I also need to register for Nstruct?

    We have two registration types this year! Ngage + Nstruct October 17 -19 or Ngage only October 18 & 19 - register here.

  • When should I plan to arrive and depart from Nashville, TN?

    We encourage you to arrive on Monday, October 16 and depart the evening of October 19. The Ngage conference will begin with Nstruct, a full-day of hands-on training October 17. You'll work alongside our product specialists to learn essential best practices and how-tos for our products' most advanced features. Our welcome reception will take place on Tuesday evening, October 17. The conference will continue Wednesday, October 18 with general sessions, break-out sessions, and an evening activity and will conclude late afternoon Thursday, October 19. Our hotel is extending our room discount if you would like to leave on Friday, October 20, or even enjoy Nashville through the weekend. 

  • What is the attire for the user conference?

    The attire for Ngage and Nstruct is business casual – feel free to wear jeans! Temperatures in October in Nashville can still be quite warm but of course hotel meeting rooms never seem to quite get the temperature right—so dress in layers and be comfortable. Evenings out are casual attire.

  • What is included with the conference registration price?

    Ngage 2023 has three tiers for pricing, depending on when you register - so register early to ensure the best price! From March 20 - April 5 Ngage is $669 and Ngage + Nstruct is $869. From April 6 to June 30, Ngage is $719 and Ngage + Nstruct is $969. From July 1 until the event, Ngage is $849 and Ngage + Nstruct is $1,199. Your registration includes access to all keynote sessions as well as break-out sessions, all meals during the event, evening entertainment, and receptions on Tuesday evening and Wednesday evening. Please note, it does not cover your hotel or travel, so please make your hotel arrangements using our room block, should you choose, and make your own flight or other travel arrangements.

  • Can I bring a guest to the Wednesday evening activity?

    This year we are happy to announce we will allow guests to attend the Wednesday night activity, as long as a ticket is pre-purchased. More details will be provided soon on how to purchase guest passes.

  • What if I need to cancel my registration?

    Cancellation Policy: A full refund will be provided if a cancellation notice is received in writing at least 45 days prior to the event. If notice is received within 45 days of the event, attendees will be given the option to transfer the registration to the 2024 conference or send a substitute attendee. 

  • Will I receive continuing education credits for attending?

    Ngage 2023 will be not only be packed with hours of fun, but also hours of education! Ngage 2023 will be submitted to ABA for accreditation approval.   Certified professionals will report these credits at aba.csod.com. Additionally, ICBA accepts the certificate of attendance and copy of the agenda for their certificationsFor our Credit Union clients, NAFCU doesn't pre-approve programs for continuing education credits; however,  Credit Union clients have been successful at getting credit by sending the agenda directly to NAFCU

    This program is subject to change. Please bookmark this page to check for continuing updates. Read Ncontracts Conference Policies to help answer additional questions. 

Ngage 2022